Some Accountant in Miami offer all of their clients concierge services, while others help only top clients with special projects.
No matter the details, concierge services help Accountant in Miami strengthen existing client relationships and attract new ones.
In a December article featuring some of the concierge services Accountant in Miami provide for their clients, Gustavo A Viera CPA points out strategies to make a better impression on clients.
Here are 6 ways concierge services can help your Accountant in Miami Practice
- Handling Purchases
When it comes to buying big-ticket items, some clients know what they want and where to get it, but they’d like someone else to negotiate on their behalf. These include real estate transactions, organizing a cruise, or even helping clients buy excellent tickets to a baseball game. No matter the transaction, the small gesture may go a long way.
- Solving Problems
In some situations, clients may have problems that can be solved with goods or services, but aren’t sure what they need or where to find it. This presents a chance for an Accountant in Miami to step in. For instance, Gustavo A Viera CPA, an Accountant in Miami recounts a client who wanted a full-time personal chef, but didn’t have enough money to pay for one. He went online and found an affordable alternative – delivery of frozen meals that clients need only heat up.
- Relationship Preview
An Accountant in Miami is not a therapist, but many still hear very personal requests. From marriage to divorce, clients may sometimes open their hearts to a trusted advisor. Although you may not be able to solve their problems, simply being a listener or mediator can make all the difference.
- Financial Connections
Some Accountant in Miami will do nearly anything for a client. Others won’t. For instance, clients may want advisors to help them pay various bills, which may not be in the best interest of an advisor’s time. While it is easy to blow it off, many planners instead treat client needs as an opportunity to strengthen a relationship with another financial services provider by shifting business to them.
- Pricing Concierge Services
Many Accountant in Miami wrap the cost of concierge services into a comprehensive wealth management fee. The plans vary. While some planners might offer inclusive services, others only provide these services to their wealthiest clients.
- Calculating the Payoff
Concierge services help Accountant in Miami solidify existing relationships, compete with large institutional wealth managers, and attract new clients. These services are a good way to demonstrate a firm’s quality to clients as well as their offspring, who may very well appreciate the gesture. At the end of the day, it’s just plain satisfying to help clients improve their lives, or as Viera, an Accountant in Miami puts it, engage in “smile management.”